Enabling sharing items through a shareable link
To enable sharing an item through a shareable link, configure the pyDefault URL mappings rule for each shareable case type. This rule can exist only once per application. Therefore, specialize it in the implementation layer. You need to configure it manually to correspond to the case type classes.
Pega Sales Automation
Implementation Guide
Pega Sales Automation
Implementation Guide
Shareable links are available by default in Pega Sales Automation for the following case
types:
- Account
- Activity
- Appointment
- Contact
- Fund request
- Household
- Lead
- Opportunity
- Organization
- Task
Each shareable case type has a corresponding URL alias on the the pyDefault URL mappings rule, which you need to update to the corresponding case type in the implementation layer.
- In Dev Studio, in the top navigation search bar, enter pyDefault.
- Open the pyDefault URL mappings.
- Configure URL mapping for each URL alias.Each URL alias corresponds to a shareable case type.
- Next to the URL alias, click the Switch to edit mode icon.
- On the Edit URL mapping screen, in the Class field, enter the work pool class of the case type.
- In the Make this resource path the default for the following classes section, click Add class, and then add subclasses of the work pool class for which you want to enable sharing.
- Click Next.
- On the Edit processing activity page, set the WorkPool parameter to the work pool class of the case type.
- Click Finish.
- Optional: If your implementation layer contains additional case type which you want to make shareable, follow the above steps to add them to the pyDefault URL mapping rule.
Sharing an item
Copy a shareable link to share items such as accounts, contacts, leads, and opportunities.
- Log in to Pega Sales Automation.
- In the User Portal, select a case type and navigate to it.
- Click the item that you want to share.
- Click ActionsCopy shareable link.
Result: A shareable link to the selected item is copied to the
clipboard. The link opens the selected item in a new browser tab. Note: If you receive a Pega Sales
Automation shareable link, log in to Pega Sales Automation
with the appropriate access permissions to view the shared item.
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